Portfolio Administration Associate Manager

Job Summary

A company is looking for a Portfolio Administration Associate Manager who will manage a team and oversee daily operations in the Portfolio Administration Service Line.

Key Responsibilities

• Manage Portfolio Administration services and oversee day-to-day operations of associates
• Provide leadership, coaching, and career development for staff while ensuring client needs are met
• Handle monthly billing, reporting, and collaborate with other divisions for account onboarding

Required Qualifications, Training, and Education

• Bachelor's Degree preferred in business, finance/real estate, or accounting
• 3+ years of relevant work experience
• Ability to read and understand financial statements
• Strong proficiency with MS Office Suite (Word, Excel, PowerPoint)
• Ability to manage multiple high priorities effectively